Creative Planning/Peter Mallouk

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Wezzley77
Posts: 3
Joined: Wed Dec 06, 2017 7:17 pm
Location: Memphis, TN

Creative Planning/Peter Mallouk

Post by Wezzley77 » Wed Dec 06, 2017 7:40 pm

Does anyone use or know of anyone that uses Creative Planning as the fudiciary broker? Any feedback on this group or opinions on better firms ect ect be greatly appreciated.

pkcrafter
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Joined: Sun Mar 04, 2007 12:19 pm
Location: CA
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Re: Creative Planning/Peter Mallouk

Post by pkcrafter » Wed Dec 06, 2017 8:27 pm

I don't know about Creative Planning other than the fee is 1% for accounts of up to 2MM. However, Mallouk's book looks intertesting.

https://www.amazon.com/Mistakes-Every-I ... 1118929004

Paul
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

Wezzley77
Posts: 3
Joined: Wed Dec 06, 2017 7:17 pm
Location: Memphis, TN

Re: Creative Planning/Peter Mallouk

Post by Wezzley77 » Wed Dec 06, 2017 8:39 pm

Thanks for the reply. I will have to check that book out. I have read the couple by tony Robbins that Peter had a hand in. They were really good!

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